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Olympiad Research’s Apogee Enterprises APOG Stock Holding History

Olympiad Research’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,825
Closed -$404K – 353
2024
Q1 		$404K Buy
+6,825
New +$377K 0.27% 116
2023
Q4 		– Sell
-4,967
Closed -$234K – 321
2023
Q3 		$234K Buy
+4,967
New +$241K 0.23% 209
2023
Q2 		– Sell
-7,793
Closed -$337K – 263
2023
Q1 		$337K Buy
+7,793
New +$350K 0.39% 68

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Olympiad Research's APOG Position: Q2 2024 in Review

Olympiad Research sold out of Apogee Enterprises (APOG) in Q2 2024, closing a stake of 6,825 shares — an estimated $404K sold.

Olympiad Research first reported a position in APOG in Q1 2023 and held it in 3 quarters. The position peaked at $404K in Q1 2024. 224 funds tracked by Wall St. Rank hold APOG as of Q2 2024.

  • Olympiad Research reported no remaining Apogee Enterprises position as of Q2 2024 after selling out during the quarter.
  • Olympiad Research sold 6,825 Apogee Enterprises shares in Q2 2024, an estimated $404K.
  • Olympiad Research first reported a position in Apogee Enterprises in Q1 2023 and held it in 3 quarters.
  • Olympiad Research's Apogee Enterprises position peaked at $404K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2024.

Based on Olympiad Research's 13F filing for Q2 2024, filed 12 Aug 2024.